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Old 05-17-2006, 03:45 AM
Chris Cowles
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Default Re: import bank statement with category

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:6pni62tf0q894dclmt3rtoficm9r96qk0q[at]4ax.com...
- quote -

> Enter your categories now, and Money should catch on. There is no
> setting that you do in advance.


I think it may analyze the merchant code on credit card transactions, but
that doesn't help for others. Even then, it's kind of a guess. It works
okay sometimes for me.

As you say, though, it will learn what you intend for each payee, after
you've edited it.
--
Chris Cowles
Gainesville, FL



 
Old 05-16-2006, 05:13 AM
Cal Learner-- MVP
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Default Re: import bank statement with category

In microsoft.public.money, Duncan wrote:

- quote -

> I have just started using Microsoft Money 2006 Deluxe.
> When I import my bank statements from my online banking am i able to set
> some 'pre-sets' so if it reads the heading as 'Electricity payment' it can
> automatically put it to the category 'Utilities' and if it has a groceries
> store name it can automatically put it to 'groceries' category without me
> have to do it each time?


Enter your categories now, and Money should catch on. There is no
setting that you do in advance.


  #-1  
Old 05-16-2006, 04:45 AM
Duncan
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Default import bank statement with category

Hi

I have just started using Microsoft Money 2006 Deluxe.

When I import my bank statements from my online banking am i able to set
some 'pre-sets' so if it reads the heading as 'Electricity payment' it can
automatically put it to the category 'Utilities' and if it has a groceries
store name it can automatically put it to 'groceries' category without me
have to do it each time?

Thanks in Advance

Duncan


 

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bank, category, import, statement
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